Market Signals

THE ULTIMATE BULL RUN FOR NVIDIA, MICRON, AND SANDISK MAY BE CLOSER THAN INVESTORS THINK - AOL.COM - GNEWS

NVIDIA TO INVEST $1 BILLION IN NAVER AND EXPAND SK GROUP ACCORD - BLOOMBERG.COM - GNEWS

My view on a rate hike at the July FOMC.

With yields at their highest levels in more than two decades, bonds finally have the opportunity to recover some of their unprecedented losses.

TREASURY YIELDS SLIDE AS OIL PRICES FALL AMID HOPES FOR NEW U.S.-IRAN PEACE TALKS - CNBC

SAMSUNG, SK HYNIX TO INK LARGE CHIP SUPPLY DEALS WITH US FIRMS - BLOOMBERG.COM - GNEWS

CHINA’S XI PURSUES AI DIPLOMACY TO WOO GLOBAL SOUTH - FINANCIAL TIMES - GNEWS

HOW THE 'TWIN STARS' OF CHINA, CXMT AND YMTC, CHANGED THE CHIP GAME - REUTERS - GNEWS

OPENAI-HUGGING FACE ATTACK DOESN'T MEAN AGENTS ARE EVIL – UNLESS YOU TELL THEM TO BE - THEREGISTER

TRUMP SAYS XI WILL VISIT US ON SEPTEMBER 24 - REUTERS - GNEWS

S. KOREA HOLDS CEREMONY MARKING RETURN OF LION STATUES TO CHINA - KOREAHERALD

US HOUSE VOTES TO HALT IRAN WAR, IN ANOTHER SYMBOLIC REBUKE OF TRUMP - REUTERS - GNEWS

TRUMP IMPOSES 'SWEEPING' NEW TARIFFS ON 60 TRADE PARTNERS AS GLOBAL DUTIES EXPIRE - CNBC

OPENAI MODELS SPENT HOURS ON HACK THAT USUALLY TAKES WEEKS - BLOOMBERG.COM - GNEWS

OPENAI SCORED AN OWN GOAL WITH HUGGINGFACE ATTACK, SHOWING HOW OPEN CHINESE MODELS ARE WINNING - THEREGISTER

HCA HEALTHCARE (HCA) Q2 EARNINGS REPORT PREVIEW: WHAT TO LOOK FOR - YAHOO FINANCE - GNEWS

HOUTHIS SAY THEY ATTACKED SAUDI TANKERS IN THE RED SEA, THREATENING NEW CHOKEPOINT IN IRAN WAR - REUTERS - GNEWS

US AND JAPAN CLASH OVER MELTDOWN LIABILITY IN $40BN NUCLEAR POWER DEAL - FINANCIAL TIMES - GNEWS

S. KOREAN WON WEAKENS ON FURTHER MIDDLE EAST OIL SUPPLY RISK - KOREAHERALD

GOOGLE'S Q2 EARNINGS OF $112.11B BEAT WALL STREET'S EXPECTATIONS ON AI BOOM - YAHOO FINANCE - GNEWS

WHITE HOUSE OFFICIAL SAYS MOONSHOT ACCESSED BANNED NVIDIA CHIPS - BLOOMBERG.COM - GNEWS

OPENAI PLANS TO SPEND OVER $30 BILLION ON GEORGIA DATA CENTER - BLOOMBERG.COM - GNEWS

TRUMP'S PUSH FOR AMERICAN-MADE AI CHIPS HITS TSMC'S MARGINS - CNBC

[GOOGLE EARNINGS OUTLOOK] CLOUD SEGMENT EXPECTED TO MAINTAIN STEADY GROWTH, BUT CONCERN MOUNTS OVER DEPARTURE OF KEY GEMINI PERSONNEL; AI-RELATED CAPI

CPI | EU ANTITRUST PROBE DEEPENS AS CEMEX RECEIVES FORMAL OBJECTIONS - PYMNTS.COM - GNEWS

CHINA’S ‘AI FOR ALL’ PUSH DEFIES US CONTAINMENT PLAYBOOK - BLOOMBERG.COM - GNEWS

COPPER WAVERS NEAR $14,000 AS TRADERS WATCH FOR TRUMP’S TARIFF - BLOOMBERG.COM - GNEWS

EASTERN BANK (EBC) Q2 EARNINGS REPORT PREVIEW: WHAT TO LOOK FOR - YAHOO FINANCE UK - GNEWS

OPENAI SAYS ITS MODELS ACCIDENTALLY HACKED HUGGING FACE - BLOOMBERG.COM - GNEWS

TSMC POSTQ: AI DRIVES BEAT, OUTLOOK RAISED; HIGHER CAPEX WEIGHS ON SENTIMENT - S&P GLOBAL - GNEWS

STUDENTS FROM EGYPT, US GUIDE KOREAN CHILDREN THROUGH KOREA’S WARTIME PAST - KOREAHERALD

TRUMP MISSES THE NET WITH TARIFF ON CANADIAN ICE HOCKEY STICKS - REUTERS - GNEWS

AI STOCKS LEAD WALL STREET HIGHER, EVEN AS BRENT OIL'S PRICE TOPS $91 - WRAL - GNEWS

KOREA KEEPS CHINA AT BAY IN LARGE OLED RACE - KOREAHERALD

TESLA EXPANDS ROBOTAXI SERVICE TO ORLANDO, TAMPA AHEAD OF EARNINGS - REUTERS - GNEWS

PENTAGON WITHHELD IRAN WAR INJURY DATA – NYT - RT.COM - RT

NASDAQ, S&P 500 FUTURES RISE AS CHIP RALLY COUNTERS IRAN JITTERS AHEAD OF BIG TECH EARNINGS: WHY IREN, ACHR, TSLA, BA STOCKS ARE DRAWING FOCUS - STOCK

WASHINGTON TRUST BANCORP (NASDAQ:WASH) STOCK FLAT AFTER Q2 EARNINGS BEAT, LACKS FORWARD OUTLOOK - CHARTMILL - GNEWS

SEOUL STOCKS SLIP AFTER OPENING SLIGHTLY HIGHER AS IRAN CONCERNS TEMPER BARGAIN HUNTING - KOREAHERALD

AMC ENTERTAINMENT (AMC) TOPS Q2 EARNINGS AND REVENUE ESTIMATES - YAHOO FINANCE - GNEWS

S&P 500 CLOSES SLIGHTLY LOWER ON MONDAY, WEIGHED DOWN BY RISING OIL PRICES: LIVE UPDATES - CNBC

DOMINO'S PIZZA (DPZ) Q2 EARNINGS LAG ESTIMATES - YAHOO FINANCE - GNEWS

UK'S ANDY BURNHAM BECOMES PM AS TRUMP SLAMS BRITAIN AS 'POVERTY STRICKEN DISASTER' - CNBC

GOOGL: ALPHABET STOCK DOWN 15% FROM RECORD AS TRADERS EYE Q2 EARNINGS REPORT - TRADINGVIEW - GNEWS

ICICI BANK STOCK TRADES STEADY AS EARNINGS GROWTH AND LOAN EXPANSION UNDERPIN VALUATION - AD-HOC-NEWS.DE - GNEWS

TSMC’S $265 BILLION US SPENDING DRIVEN BY DEMAND AND RIVALS, CFO SAYS - BLOOMBERG.COM - GNEWS

SEOUL STOCKS OPEN LOWER ON CHIP ROUT, ESCALATING IRAN TENSIONS - KOREAHERALD

BRENT OIL PRICE TOPS $90 AS MIDDLE EAST ATTACKS THREATEN STRAIT OF HORMUZ FLOWS - BLOOMBERG.COM - GNEWS

TSMC EXPECTS 'STRONG, MULTI-YEAR' DEMAND FOR AI CHIPS AS IT RAMPS UP ARIZONA INVESTMENT - REUTERS - GNEWS

GOOGLE GEMINI LAUNCH DELAYED AS TECH FALLS SHORT OF INTERNAL GOALS - BLOOMBERG.COM - GNEWS